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Capital Grp Fixed Incm Etf T shares owned by ValMark Advisers

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGHM) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Capital Grp Fixed Incm Etf T

Tip: Access up to 7 years of quarterly data

All positions including Capital Grp Fixed Incm Etf T held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 217k 25.29
2025-06-30 $4.6M 185k 24.64
2025-03-31 $3.9M 156k 25.06
2024-12-31 $3.4M 134k 25.28

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Vestmark Advisory Solutions
Mml Investors Services
Assetmark
Royal Bank of Canada
Janney Montgomery Scott
Advisor Group Holdings
CLS Investments
Confluence Wealth Services
Commonwealth Equity Services
Branch Banking & Trust Company
Raymond James Financial

View all funds holding Capital Grp Fixed Incm Etf T